August 2026 lands with Q2 earnings season already confirming what the market has been signaling for months: AI capex is accelerating.
Broadcom and Eaton stand out as August picks, as July's selloff resets growth stock valuations while AI and infrastructure demand support the outlook for 2026.
Shares of a number of chipmakers fell today, extending a rough stretch for the AI trade and dragging the Nasdaq lower.
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| NA Nizar Araji National Bank Of Canada /FI/ | 10 | $2 | $20 | $18 | 900% |
| Semiconductors & Semiconductor Equipment Industry | Information Technology Sector | Hock E. Tan CEO | NASDAQ (NGS) Exchange | 11135F200 CUSIP |
| US Country | 33,000 Employees | 31 Mar 2026 Last Dividend | 15 Jul 2024 Last Split | 6 Aug 2009 IPO Date |
Broadcom Inc. is a leading global technology company that specializes in the design, development, and supply of a wide range of semiconductor devices. The company is renowned for its high-performance digital and mixed-signal complementary metal oxide semiconductor (CMOS) based devices as well as its analog III-V based products. Broadcom has an expansive global presence and operates through two main segments: Semiconductor Solutions and Infrastructure Software. Founded in 1961 with its headquarters in Palo Alto, California, Broadcom has established itself as an essential provider of semiconductor solutions for a multitude of applications across various sectors including networking, telecommunications, computing, and industrial automation.